See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,181 | $45,035+311.2% | $62,995+194.0% | $70,131+164.1% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 13.18% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $4,700 | $2,051+129.1% | $2,759+70.4% | $2,342+100.7% |
| Participant deferral / active EE | $6,625 | $2,465+168.8% | $3,329+99.0% | $3,332+98.8% |
| Admin fee / account holder | $10,856 | $2,834+283.0% | $3,600+201.6% | $4,645+133.7% |